JULY
At first meeting for new Board, set goals, draft budget, review audit and plan calendar
1 Fiscal year begins for most PTA units
1 CAPTA membership count begins for 2021-22
4 SFUSD CLOSED – Independence Day
6 Second District Board Meeting – Unit Presidents invited
AUGUST
Back to School Membership Drive begins!
“Your Kind of PTA”
3 Second District Board Meeting
16 First day of SFUSD classes
31 *Second District Board Meeting (date change)
SEPTEMBER
At your 1st Membership Meeting: vote on 2020-21 Audit, present 2021-22 Budget, and ‘Release Funds’ for scheduled events. Be sure to include line items for Reflections program, attending Convention and other trainings, Legislation conference and the annual Founders Day Dinner
6 SFUSD CLOSED – Labor Day
12 Fall General Meeting, New Officer & Leadership Training
26 2020-21 year-end audit, financial report, and 2021-22 budget due to SFPTA
OCTOBER
1 Submit your Outreach Translation, Cultural Arts, Healthy Lifestyles, and Parent Education grant applications directly to CAPTA
1 Remit membership dues to Second District PTA
5 Second District Board Meeting
11 SFUSD CLOSED – Indigenous Peoples’ Day/Día De La Raza
15 Ready-Set-Remit Membership Award Deadline (30 members’ dues received by 2D PTA)
31 Expiration of previous year’s PTA memberships
NOVEMBER
Appoint An Auditor For Mid-Year Audit if your EB does not include an Auditor.
1 Remit membership dues to Second District PTA
2 Second District Board Meeting
11 SFUSD CLOSED – Veterans Day [observed]
15 2D Deadline for 15 members’ dues (received by Second District PTA)
15 Tax and AG filings due for fiscal year ending 30 June (15th day of 5th month)
22-26 SFUSD School Sites Closed – Thanksgiving Recess
30 Tax Returns, RRF-1, Raffle Registration, Raffle Reports due to Second District PTA
DECEMBER
1 Remit membership dues to Second District PTA
1 2D Deadline for Insurance Premiums (received in 2D office – $25 late fee after this date)
7 Second District Board Meeting
tbd Ed100 Drawing Date
15 1st Not in Good Standing (NGS) letter mailed to units with less than 15 members
20-31 SFUSD Schools Closed – Winter Break
JANUARY
Decide who will attend CAPTA’s Virtual Legislative Action Conference
Start Election process by selecting a Nominating Committee
Mid-Year Audit should be done this month.
1-2 SFUSD Schools Closed – Winter Break
3 Remit membership dues to Second District PTA
4 Second District Board Meeting
15 2D Deadline for Workers Compensation forms/Premiums (received in 2D office)
17 SFUSD CLOSED – Martin Luther King, Jr. Day
22 Second District Winter General Meeting
FEBRUARY
1 Remit membership dues to Second District PTA
1 Deadline for Graduating High School Senior Scholarships Award applications (due in CAPTA Office)
1 Second District Board Meeting
1 SFUSD Schools Closed – Start of Lunar New Year (SFUSD Offices open)
tbd CAPTA Legislative Action Conference – Virtual
21 SFUSD CLOSED – Presidents’ Day
25 SFPTA Annual Founders Day Dinner – Virtual
MARCH
1 Remit membership dues to Second District PTA
1 Second District Board Meeting
25 Mid-year audit due to Second District
28-31 SFUSD Schools Closed – Spring Break & Cesar Chavez Day
APRIL
Election of Officers for next term should be completed by 12 April, send roster to 2D.
1-3 SFUSD Schools Closed – Spring Break
4 Remit membership dues to Second District PTA
5 Second District Board Meeting
15 Deadline for Election of officers for next term
23 Second District Spring General Meeting & Elections
MAY
2 Remit membership dues to Second District PTA
3 Second District Board Meeting
2-6 National PTA Teacher Appreciation Week
tbd CA State PTA Annual Convention
15 2D Deadline for Roster of Officers for next year (entered into PTAEZ)
15 Deadline for Historians Reports (due in 2D office)
21 New Officers Training
tbd Ed100 Drawing Date
30 SFUSD CLOSED – Memorial Day
JUNE
1 Remit membership dues to Second District PTA
1 Last day of SFUSD classes
7 Second District Board Meeting
30 Fiscal year ends for most PTA units and for CAPTA and Second District